Retirement Plan Operations Specialist

Guidant Financial•Norman, OK

9h•Remote

About The Position

Guidant Financial is hiring a fully remote Retirement Plan Operations Specialist to learn and carry out retirement-plan administration, testing, and reporting. With accelerated learning, in-depth training, and practical experience, the specialist will progress from reviewing client documents to administering basic 401(k) plans. The role involves working with clients to gather information, keeping them informed about reporting progress, and helping them understand year-end reporting documents needed for government filings, including the annual Form 5500. The position is open to applicants in select U.S. states: AZ, FL, GA, ID, KS, LA, MI, MN, NC, NE, TX, UT, VA, MO, and OK. The wage is $23.55 per hour, equivalent to an annual salary of $49,000. The role includes training on concepts for a Retirement Plan Administrator I and other duties as required.

Requirements

Experience with document review and transaction processing as daily job responsibilities.
1 to 5 years of adjacent back-office financial operations experience in one or more of these areas: benefits administration, money movement and wires, insurance claims processing, tax preparation processing, loan or mortgage document processing, or compliance or quality-control support.
Proficiency in Microsoft Excel, Word, and Outlook.
Meet minimum work-from-home requirements to effectively carry out responsibilities in a remote environment.
Reliable high-speed internet is preferred.
A designated workspace, such as a home office, is preferred.

Nice To Haves

Direct retirement-plan operations experience, including 401(k) or IRA administration, recordkeeping, distributions and rollovers, compliance testing, or 5500 or year-end reporting.
Experience with reconciliation as a daily job responsibility.
Associate’s or bachelor’s degree in a related field such as business or finance, or equivalent work experience.
Basic knowledge of 401(k) plan structure, ROBS, and IRS/DOL regulations.
A designated workspace where the employee can concentrate and be productive.
Reliable high-speed internet for communication and collaboration.

Responsibilities

Work with clients to obtain information needed to prepare annual reporting.
Review client-submitted documents for completeness and accuracy.
Reconcile plans containing only rollovers and plan stock using Excel and administration software.
Use administration software to complete 401(k) testing and reporting.
Make outgoing reminder calls and send emails to clients during the plan-year reporting process.
Prepare required 401(k) government filings, including IRS Form 5500, using filing software.
Educate clients about 401(k) plan administration and plan documents.
Share knowledge and explain complex topics simply.
Receive training on concepts for a Retirement Plan Administrator I.
Perform other duties as required.